Personal Financial Planning Team

The members of the Financial Planning Team are experts in the areas of comprehensive planning. Each professional has extensive training and experience to bring to each client relationship. Many are licensed CPA's and CFP practitioners and they are supported by the Wealth Advisors staff.

 

Scott Barchus, CPA Principal

Mark Birge, CPA Principal

Bonnie Moseley Investment Consultant

Carl Pinkard, CFP Financial Planner

 

 

 

 

 

 

 

 

 

 

 

 

 

Abbey Rollins Financial Advisor

Charlie Zieky, CPA, PFS Principal

Stephen Mentzer, CPA, CFP, CSEP Financial Planner

 

 

| Our Team |

| Investment Committee |

| Personal Financial Planning Team |

| 401(k) Plan Team |

| Business Transitions Team |